Crude is cheap but is it a good time to buy into OMCs?
Their valuations look slippery as demand recovery looks uncertain
Debangana Ghosh - May 21, 2020
Kiran Mazumdar Shaw’s multi-billion dollar baby
Biocon Biologics’ valuation has raised eyebrows. But the parent has strong growth on its side and a track record of solid execution
Kripa Mahalingam - April 25, 2020
Kenneth Andrade decodes market cycles to identify the next set of winners
Old Bridge Capital’s Kenneth Andrade expects a structural shift towards saving from consumption in the aftermath of the pandemic
N Mahalakshmi - April 11, 2020
Why the corona-triggered crash was long overdue
Monetary gasoline fuelled equity markets over the past decade, and now could just be the time to get rational about valuations
Chaitanya Dalmia - March 23, 2020
Blame It On Corona
As markets across the world falter, India's expensive valuation and faltering growth find a convenient scapegoat
V Keshavdev - March 13, 2020
DSP Mutual Fund’s Atul Bhole does not shy away from expensive valuation because the best don’t come cheap
Shruti Venkatesh - February 24, 2020
Netting the big fish
With increasing dissonance between economic growth and market indices, one slowing and the other rising, large-caps are being seen as a safe haven. But are valuations justified?
V Keshavdev - February 17, 2020
What next for IndusInd Bank?
Grappling with bad loans, weak loan growth and leadership uncertainty, its valuation is under pressure
Prathamesh Mulye - January 15, 2020
The B2B Gold Rush
B2B businesses are thriving, gaining billion-dollar valuations and seeing blockbuster listing. Can the good times last?
Kripa Mahalingam - January 21, 2020
Bubble In Quality?
Valuations of certain high quality Indian stocks have sky-rocketed, and their growth needs to catch up for the valuation to sustain
November 04, 2019